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← Tasks
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23 July 2026
| 06:10 | Mobile Home (5 changes | history) . . (+89) . . [Ashley DeBon (5×)] | ||
| 06:10 (cur | prev) . . (+7) . . Ashley DeBon (talk | contribs) (→Features include) | |||
| 06:04 (cur | prev) . . (+92) . . Ashley DeBon (talk | contribs) (→Features include) | |||
| 06:02 (cur | prev) . . (-10) . . Ashley DeBon (talk | contribs) (→Features include) | |||
| 06:01 (cur | prev) . . (+10) . . Ashley DeBon (talk | contribs) (→Features include) | |||
| 06:00 (cur | prev) . . (-10) . . Ashley DeBon (talk | contribs) (→Features include) |
22 July 2026
| 07:59 | Places (2 changes | history) . . (-12) . . [Ashley DeBon (2×)] | ||
| 07:59 (cur | prev) . . (-11,965) . . Ashley DeBon (talk | contribs) | |||
| 07:58 (cur | prev) . . (+11,953) . . Ashley DeBon (talk | contribs) |
21 July 2026
| N 08:33 | Calendar sync (2 changes | history) . . (+1,038) . . [Ashley DeBon (2×)] | ||
| 08:33 (cur | prev) . . (+91) . . Ashley DeBon (talk | contribs) | |||
| N | 05:51 (cur | prev) . . (+947) . . Ashley DeBon (talk | contribs) (Created page with "== Calendar sync == === What is Calendar sync? === When Google / Microsoft / Apple calendar sync is enabled in '''Settings''', tasks and follow-ups can be sent to your c...") |
| N 07:39 | Account actions from a task (2 changes | history) . . (+1,122) . . [Ashley DeBon (2×)] | ||
| 07:39 (cur | prev) . . (+93) . . Ashley DeBon (talk | contribs) | |||
| N | 05:51 (cur | prev) . . (+1,029) . . Ashley DeBon (talk | contribs) (Created page with "== Account actions from a task == === What are Account actions from a task? === From a task, you can open the related account to call, set an appointment, submit event forms...") |
| N 06:54 | Delete a task (2 changes | history) . . (+844) . . [Ashley DeBon (2×)] | ||
| 06:54 (cur | prev) . . (+87) . . Ashley DeBon (talk | contribs) (→Delete a task) | |||
| N | 05:50 (cur | prev) . . (+757) . . Ashley DeBon (talk | contribs) (Created page with "== Delete a task == === What is Delete a task? === Delete permanently removes a follow-up you no longer need. === How to navigate === '''Tasks''' → task row → '''D...") |
| N 06:49 | Mark complete/incomplete (2 changes | history) . . (+1,106) . . [Ashley DeBon (2×)] | ||
| 06:49 (cur | prev) . . (+93) . . Ashley DeBon (talk | contribs) | |||
| N | 05:49 (cur | prev) . . (+1,013) . . Ashley DeBon (talk | contribs) (Created page with " == Mark complete/incomplete == === What is Mark complete/incomplete? === Mark complete checks off a follow-up when work is done. You can mark it incomplete again if needed....") |
| N 06:41 | Edit a task (2 changes | history) . . (+982) . . [Ashley DeBon (2×)] | ||
| 06:41 (cur | prev) . . (+83) . . Ashley DeBon (talk | contribs) | |||
| N | 05:48 (cur | prev) . . (+899) . . Ashley DeBon (talk | contribs) (Created page with "== Edit a task == === What is Edit a task? === Edit opens an existing follow-up so you can change schedule, type, priority, assignee, notes, or status, then save. === How t...") |
| N 06:31 | Add a new task/follow-up (3 changes | history) . . (+1,892) . . [Ashley DeBon (3×)] | ||
| 06:31 (cur | prev) . . (+1) . . Ashley DeBon (talk | contribs) | |||
| 06:28 (cur | prev) . . (+170) . . Ashley DeBon (talk | contribs) (→Add a new task/follow-up) | |||
| N | 05:47 (cur | prev) . . (+1,721) . . Ashley DeBon (talk | contribs) (Created page with "== Add a new task/follow-up == === What is Add a new task/follow-up? === Add creates a new task or follow-up for an account from Tasks (or from Accounts / other screens). =...") |
| N 06:19 | Task Filters (2 changes | history) . . (+1,220) . . [Ashley DeBon (2×)] | ||
| 06:19 (cur | prev) . . (+87) . . Ashley DeBon (talk | contribs) | |||
| N | 05:47 (cur | prev) . . (+1,133) . . Ashley DeBon (talk | contribs) (Created page with "== Task Filters == === What are Task Filters? === Task Filters narrow the Tasks list by type, priority, and date range. Saved filters can return the next time you open Tasks...") |
| N 06:13 | View Pending and Completed (4 changes | history) . . (+1,103) . . [Ashley DeBon (4×)] | ||
| 06:13 (cur | prev) . . (0) . . Ashley DeBon (talk | contribs) | |||
| 06:12 (cur | prev) . . (+92) . . Ashley DeBon (talk | contribs) | |||
| 06:11 (cur | prev) . . (+73) . . Ashley DeBon (talk | contribs) | |||
| N | 05:46 (cur | prev) . . (+938) . . Ashley DeBon (talk | contribs) (Created page with "== View Pending and Completed == === What is View Pending and Completed? === Tasks and Follow-ups has two lists: '''Not Completed''' (open work) and '''Completed''' (finishe...") |
| N 05:46 | View task details (diff | hist) . . (+1,037) . . Ashley DeBon (talk | contribs) (Created page with "== View task details == === What is View task details? === Each task row on '''Tasks''' shows the key follow-up information so you can act quickly in the field. === How...") |
17 July 2026
| 07:35 | Add to Route (diff | hist) . . (+76) . . Ashley DeBon (talk | contribs) (→Add to Route) |
| 06:32 | Recommended Follow-ups (diff | hist) . . (+101) . . Ashley DeBon (talk | contribs) (→Recommended Follow-ups) |
